Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Jul 11, 2025 Q2 2025

Bond & Devick Financial Network, Inc.

  • EQWL
  • ESGD
  • JCPB
  • SCHZ
  • IEI
  • SCHB
  • NDSN
Bond & Devick Financial Network, Inc.'s Q2 2025 Portfolio
Portfolio Value 287 Million
Stocks 174
Filing on Jul 11, 2025 Q2 2025

Walter Public Investments Inc.

  • MSFT
  • BJ
  • GOOG
  • MA
  • AZO
  • ICE
  • GIB
Walter Public Investments Inc.'s Q2 2025 Portfolio
Portfolio Value 557 Million
Stocks 43
Filing on Jul 11, 2025 Q2 2025

Arthur M. Cohen & Associates, LLC

  • NVDA
  • DHR
  • AAPL
  • BRK-B
  • QQQM
  • AMZN
  • MSFT
Arthur M. Cohen & Associates, LLC's Q2 2025 Portfolio
Portfolio Value 547 Million
Stocks 125
Filing on Jul 11, 2025 Q2 2025

Prosperity Planning, Inc.

  • ISTB
  • EFA
  • VUG
  • DFAX
  • VTIP
  • AVDV
  • IGSB
Prosperity Planning, Inc.'s Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 106
Filing on Jul 11, 2025 Q2 2025

Mitchell & Pahl Private Wealth, LLC

  • MSFT
  • AVGO
  • AAPL
  • WM
  • ECL
  • XOM
  • PG
Mitchell & Pahl Private Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 218 Million
Stocks 144
Filing on Jul 11, 2025 Q2 2025

Quantum Financial Advisors, LLC

  • AVUS
  • AVDE
  • DFAU
  • AVEM
  • DISV
  • VMBS
  • AVDV
Quantum Financial Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 465 Million
Stocks 181
Filing on Jul 11, 2025 Q2 2025

Arrow Investment Advisors, LLC

  • NFLX
  • NFLX
  • AMZN
  • XLI
  • IEV
  • MTUM
  • GYLD
Arrow Investment Advisors, LLC's Q2 2025 Portfolio
Portfolio Value 77.6 Million
Stocks 56
Filing on Jul 11, 2025 Q2 2025

Congress Park Capital LLC

  • JFR
  • IVV
  • NEA
  • AMZN
  • MELI
  • ICSH
  • META
Congress Park Capital LLC's Q2 2025 Portfolio
Portfolio Value 282 Million
Stocks 119
Filing on Jul 11, 2025 Q2 2025

Profit Investment Management, LLC

  • KTOS
  • BOX
  • NVST
  • PLXS
  • FCFS
  • OPY
  • VKTX
Profit Investment Management, LLC's Q2 2025 Portfolio
Portfolio Value 112 Million
Stocks 74
Filing on Jul 11, 2025 Q2 2025

Sprinkle Financial Consultants LLC

  • SCHX
  • JGRO
  • IJR
  • OKE
  • DFUV
  • JPSE
  • IVV
Sprinkle Financial Consultants LLC's Q2 2025 Portfolio
Portfolio Value 164 Billion
Stocks 82
Filing on Jul 11, 2025 Q2 2025

Trinity Wealth Management, LLC

  • SPAB
  • MTUM
  • QQQ
  • SIZE
  • QUAL
  • USMV
  • IAGG
Trinity Wealth Management, LLC's Q2 2025 Portfolio
Portfolio Value 248 Million
Stocks 63
Filing on Jul 11, 2025 Q2 2025

Btc Capital Management, Inc.

  • BND
  • MSFT
  • NVDA
  • EFA
  • AAPL
  • IWF
  • AVGO
Btc Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 1.22 Billion
Stocks 514
Filing on Jul 11, 2025 Q2 2025

Coastwise Capital Group, LLC

  • SCHD
  • AAPL
  • SPY
  • MSFT
  • NVDA
  • AMZN
  • SCHV
Coastwise Capital Group, LLC's Q2 2025 Portfolio
Portfolio Value 124 Million
Stocks 124
Filing on Jul 11, 2025 Q2 2025

Orrstown Financial Services Inc

  • IVV
  • OMFL
  • JAVA
  • AVUV
  • JEPI
  • JGRO
  • MSFT
Orrstown Financial Services Inc's Q2 2025 Portfolio
Portfolio Value 475 Billion
Stocks 146
Filing on Jul 11, 2025 Q2 2025

Williams Financial, LLC

  • SCHO
  • JPIE
  • SPYV
  • DBEF
  • VDC
  • AAPL
  • CVS
Williams Financial, LLC's Q2 2025 Portfolio
Portfolio Value 91.7 Million
Stocks 10
Filing on Jul 11, 2025 Q2 2025

Fcf Advisors LLC

  • MA
  • SPOT
  • BKNG
  • ABBV
  • PM
  • RBLX
  • ZS
Fcf Advisors LLC's Q2 2025 Portfolio
Portfolio Value 695 Million
Stocks 62
Filing on Jul 11, 2025 Q2 2025

Grant Private Wealth Management Inc

  • FDEC
  • META
  • AMZN
  • MSFT
  • KO
  • C
  • T
Grant Private Wealth Management Inc's Q2 2025 Portfolio
Portfolio Value 176 Billion
Stocks 70
Filing on Jul 11, 2025 Q2 2025

Ridgeline Wealth, LLC

  • SPLG
  • DFIC
  • AVLV
  • DFUS
  • AVUS
  • JAAA
  • OEF
Ridgeline Wealth, LLC's Q2 2025 Portfolio
Portfolio Value 123 Billion
Stocks 48